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R & T RESIDENTIAL — R & T RESIDENTIAL 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250701084510NAL0029146146001
R & T RESIDENTIAL
Form 5500-SF
FILING_RECEIVED
R & T RESIDENTIAL 401K PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
16
Plan assets (EOY)
$14K
Net assets (EOY)
$14K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
R & T RESIDENTIAL
.
Find decision makers
Plan sponsor
Name
R & T RESIDENTIAL
EIN
27-0446132
Address
1728 WOLFE DR · SAN MATEO, CA · 94402
Phone
(650) 787-2337
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
GENERATIONS AT NEIGHBORS, LLC
NEIGHBORS REHABILITATION CENTER NON-UNION EMPLOYEES' 401(K) RETIREMENT PLAN
$14K · 12 participants
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$14K · 5 participants
EMERALD HAVEN RESIDENTIAL CARE L
EMERALD HAVEN RESIDENTIAL CARE LLC 401K PLAN
$14K · 11 participants
EMERGE TREATMENT
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INTEGRITY HCC SERVICES
INTEGRITY HCC SERVICES 401(K) PLAN
$14K · 314 participants
80
Knocking points off
64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COMMUNITY SERVICES & SUPPORTS
COMMUNITY SERVICES & SUPPORTS 401(K) PLAN
$14K · 25 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
